How to connect Arrows to HubSpot

Edited

Arrows integrates HubSpot deals and companies with Arrows spaces, which lets users:

  • Keep deal context (emails, meetings, calls, and notes) in a space so the agent can work the deal.

  • Review and approve HubSpot field updates before anything is written back.


Install the app

  1. Log in to Arrows.

  2. Open Connectors in the left sidebar.

  3. Open the Marketplace tab and search for HubSpot.

Connectors marketplace with HubSpot

  1. Open the HubSpot card.

HubSpot connector before it is on your team

  1. Click Add to your team.

HubSpot on your team, not yet connected

  1. Click Connect HubSpot. You are redirected to HubSpot.

  2. Select the HubSpot account to connect.

Choose a HubSpot account

  1. Review the requested scopes. Arrows requests access to:

    • View and edit deals (crm.objects.deals.read, crm.objects.deals.write)

    • View and edit companies (crm.objects.companies.read, crm.objects.companies.write)

    • View and edit contacts (crm.objects.contacts.read, crm.objects.contacts.write)

    • View owners (crm.objects.owners.read)

    • Read sales emails (sales-email-read)

HubSpot scope approval

  1. Click Connect app.

  2. You return to the HubSpot connector page in Arrows. The company connection shows as Connected, with your portal ID.

HubSpot connected in Arrows


Configure the app

  1. On the HubSpot connector page, click Configure deal properties.

  2. Select which deal properties the agent can read and propose updates for, then click Save.

Configure deal properties

  1. Open the Companies tab (or click Configure company properties on the connector page) and select company properties the same way.

Configure company properties

Arrows only writes a HubSpot field when someone approves the change in a space. Configuration controls which properties the agent may read and propose.


Use the app

Manual: connect a HubSpot deal to a space

  1. In Arrows, click New.

  2. Search for a HubSpot deal and pick it. Arrows creates a space from that deal.

Pick a HubSpot deal for a new space

You can also connect a HubSpot deal to an existing space from the space’s CRM controls.


Automated: agent prepares HubSpot updates

After a call, email, or other context lands in a space, Arrows can prepare HubSpot field updates on the plan. No sync runs until you review them.

Space with HubSpot update ready to review


Manual: approve a HubSpot update

  1. Open the prepared HubSpot update on the plan.

  2. Review the property changes.

  3. Click Push to HubSpot to write the change, or Dismiss to leave HubSpot unchanged.

Approve and push a HubSpot update



Disconnect the app

Note: If you remove HubSpot from your team in Arrows, Arrows stops reading and writing HubSpot for that organization. Existing HubSpot records are not deleted. Existing spaces and their history in Arrows remain. If you add HubSpot again later, someone must connect the account again.

  1. Log in to Arrows.

  2. Open Connectors → HubSpot.

  3. Open the ⋯ menu and choose Remove from team.

  4. Confirm by typing remove HubSpot for everyone, then click Remove for everyone.

Remove HubSpot for everyone



Uninstall the app

To uninstall Arrows from your HubSpot account, follow HubSpot’s instructions for uninstalling an app.

In HubSpot: Settings → Integrations → Connected apps → find Arrows → Uninstall.

Uninstall Arrows from HubSpot


What happens to data

Action

HubSpot data

Arrows data

Access

Remove HubSpot from your team in Arrows

Unchanged

Spaces and history remain; CRM sync stops

Arrows can no longer call HubSpot for that org until someone connects again

Uninstall Arrows in HubSpot

Unchanged

Spaces and history remain; sync stops; Arrows shows reconnect needed

HubSpot revokes the OAuth grant

Uninstalling or disconnecting does not delete deals, companies, contacts, or other HubSpot records. It does not delete Arrows spaces. It only stops Arrows from reading HubSpot and from writing approved updates.